CRM - Customer Relationship & Sales Management

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Course content

Teams
- Sales Teams | Odoo CRM
- CRM Basics and Pipelines | Odoo CRM
Leads
- Lead Generation | Odoo CRM
Sales
Discount and Pricelist
Unit of Measure
Prices for B2B and B2C
- How to manage prices for Business to Customer (tax included)?
- How to manage product prices for B2B (tax excluded) and B2C (tax included)?
Tasks
- How to invoice milestones of a project?
- How to create task from sales order and invoice based on timesheet?
Subscriptions
- Set up recurring invoice, that help you to invoice regularly
- Sell subscriptions through sales quotation

CRM Basics and Pipelines | Odoo CRM

Amy Caroline

Learn everything you need to grow your business with Odoo, the best management software to run a company at https://www.odoo.com/slides

In this video, learn the CRM app basics and pipeline management in Odoo.

Other lessons related to this video:

- Sales Teams: https://www.odoo.com/r/Rb9
- Leads: https://www.odoo.com/r/cHD
- Lead Generation: https://www.odoo.com/r/DWIc

Need more information about Odoo apps?
https://www.odoo.com/documentation/user/

Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at https://www.odoo.com/

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CRM - Customer Relationship & Sales Management

CRM Basics and Pipelines | Odoo CRM

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